Tax Director, Private Client Advisors

Armanino; San Ramon (CA); Hybrid; USD 195,100 - 265,900; Full time

Benefits offered by this job

Medical, dental, vision

Generous PTO plan

Flexible work arrangements

401K with Profit Sharing

Wellness program

Generous parental leave

11 paid holidays

Job summary

A top accounting and consulting firm based in San Ramon, California, is seeking a professional to perform technical tax reviews and manage complex client engagements. The ideal candidate will have at least 8 years of public accounting experience and 4 years in a managerial role. Responsibilities include consultation on business transactions, leading training sessions, and staying updated on tax law changes. The firm offers a competitive salary range of $195,100-$265,900 and a comprehensive benefits package.

Qualifications

• Minimum of 8 years' experience in public accounting in taxation or equivalent experience.
• Qualified to practice before the IRS (JD, CPA, or EA).
• Minimum of 4 years in a managerial role.

Responsibilities

• Perform technical reviews of tax returns for high-net-worth individuals.
• Manage complex engagements and workflow of multiple clients.
• Engage in thought leadership and training opportunities.

Skills

Technical tax review

Consultation on transactions

Project management

High level research

Development of training materials

Current tax law knowledge

Education

Bachelor's Degree in Accounting, Tax, Finance, or related discipline

Master’s Degree in Accounting or Taxation

Job description

At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about.

Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don’t check‑out of life when you check‑in at work. That’s why we’ve created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas.

Job Responsibilities

• Perform technical reviews of tax returns for high-net-worth individuals, primarily their personal income tax returns as well as their closely held businesses (pass through entities), trust, estate, and gift tax returns.
• Provide consultation on business and/or personal transactions (if applicable), and the related tax implications, consequences and treatment.
• Manage larger and complex engagements and workflow of multiple clients and related deliverables to minimize risk and surprises, maximize engagement economics, meet internal and external deadlines and develops less experienced engagement personnel, primarily managers and supervisors.
• Review or conduct high level research of complex or emerging tax issues and prepare memorandums to support conclusions.
• Engage with our internal business development department, builds relationships across the firm internally, identify potential cross‑selling opportunities for clients and actively brings the opportunities to clients, collaborating across AMLLP service lines.
• Engage in thought leadership, contributing to technical publications and engaging in speaking opportunities (both internally and externally)
• Develops our internal professionals by leading formal learning opportunities/trainings or supporting the development of training materials in collaboration with Learning & Development Team and sharing knowledge
• Train and develop managers responsible for engagement management responsibilities, including analyze billing, managing complex budgets, scheduling and staffing, due date management and client relations.
• Continually build on technical expertise in taxation by attending continuing professional education courses or utilizing other training resource
• Keep current with tax law changes and provide updates and training to the firm’s tax practice members.

Requirements

• Bachelor's Degree in Accounting, Tax, Finance, or related discipline
• Qualified to practice before the IRS (i.e., JD, CPA, or EA)
• Minimum of 8 years' experience in public accounting in taxation or equivalent experience
• Minimum of 4 years in a managerial role involving clients and team members
• Advanced understanding of planning and compliance concepts related to high-net-worth individual and fiduciary income tax, gift tax, and estate tax
• Possess a strong knowledge of accounting theory and federal, state and local tax laws
• Flexibility to work from home while collaborating in person half the time.

Preferred Qualifications

• Master’s Degree in Accounting or Taxation

"Armanino" is the brand name under which Armanino LLP and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms.

Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge.

Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition’s knowledge will result in termination of contract.

Certain states require us to disclose the pay range and benefits summary for job openings. For Northern California residents, the compensation range for this position: $195,100-$265,900. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules.

Armanino has a robust offering of benefits, including:

• Medical, dental, vision
• Generous PTO plan and paid sick time
• Flexible work arrangements
• 401K with Profit Sharing
• Wellness program
• Generous parental leave
• 11 paid holidays

For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.

For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.

To view our Consumer Notice at Collection for job applicants, please visit: https://www.armanino.com/terms/ccpa-employee-notice/

We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.